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Full disclosure: Wealth preservation planning can’t help any of us cheat death, but it can help business owners avoid taxes and pursue financial security. The ideal Exit Plan (one that provides [...]

As advisors, we often hear from business owners some variation of the following comments: “I think it is time to back away from my business.” “I’d really like the freedom to do whatever I [...]

We’ve met few business owners who believe they should pay more income taxes every year. Instead, most are frustrated with the inability to engage in meaningful income tax planning that reduces [...]

Buyers tend to pay premium prices for companies that have developed realistic strategies for growth. This growth strategy must be communicated to a potential buyer so that the buyer can see [...]